For many people their SMSF will make up the largest part of their wealth as they move into their later years. This means just as much effort needs to be invested when it comes to ensuring SMSF assets go to who you want them to on death as other personally owned or business assets. This Gold Coast workshop will educate SMSF trustees on how to best structure their assets to ensure your wishes are carried out in the most tax effective way on your passing.

More and more Australians are taking control of their financial lives and accessing wider investment choice via a self-managed super fund (SMSF), however this is an area many of us still don’t fully understand.

Webinar: self-managed super (SMSF) – is it right for you?

In this webinar Chloe Ward, SMSF Specialist Manager from Superfund Partners will discuss:

• Suitability
• How to set up a SMSF
• Your ongoing obligations and responsibilities
• Investment choices
• Strategies you can use • Initial and ongoing costs involved

A lot of what you hear about SMSFs in the media or from friends and family can be a long way from the truth. We will separate fact from fiction and answer the question: Is a SMSF really ‘self-managed’?

In this webinar, you will walk away with a good understanding of:

• Overview of the roles and responsibilities of SMSF trustees
• Administration requirements of SMSFs
• Main investment restrictions applicable to SMSFs
• Whether an SMSF is the right choice for you

The webinar is being held on Wednesday 7th of October at 12.00pm AEST (1.00pm SYD/MEL)

Superfund Partners will also be holding a SMSF e-workshop on October 19th,